Latest Institutional Purchases of Walt Disney CO (DIS)
This list provides information on the latest institutional transactions involving Walt Disney CO (DIS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
223+ 1.33% |
$21.6K - $25.4K
|
17K
$2.04M
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
218+ 5.08% |
$21.1K - $24.9K
|
4.51K
$541K
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
217+ 1.71% |
$21K - $24.7K
|
12.9K
$1.55M
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
217+ 2.65% |
$21K - $24.7K
|
8.4K
$1.01M
|
|
Apr 28, 2025
Q1 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
214+ 0.64% |
$20.7K - $24.4K
|
33.9K
$4.06M
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
213+ 0.45% |
$20.6K - $24.3K
|
47.4K
$5.69M
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
212+ 2.36% |
$20.5K - $24.2K
|
9.21K
$1.11M
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
209New |
$20.2K - $23.8K
|
209
$25.1K
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
206+ 3.54% |
$20K - $23.5K
|
6.03K
$723K
|
|
May 14, 2025
Q1 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
204+ 4.51% |
$19.8K - $23.3K
|
4.73K
$568K
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
204+ 0.35% |
$19.8K - $23.3K
|
57.8K
$6.93M
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
203+ 5.37% |
$19.7K - $23.1K
|
3.98K
$478K
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
202+ 21.91% |
$19.6K - $23K
|
1.12K
$135K
|
|
May 16, 2025
Q1 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
201+ 2.74% |
$19.5K - $22.9K
|
7.53K
$904K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
CALL |
200+ 18.18% |
$19.4K - $22.8K
|
1.3K
$156K
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
200+ 9.95% |
$19.4K - $22.8K
|
2.21K
$265K
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
200+ 8.02% |
$19.4K - $22.8K
|
2.69K
$323K
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
200+ 273.97% |
$19.4K - $22.8K
|
273
$32.8K
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
200+ 8.9% |
$19.4K - $22.8K
|
2.45K
$293K
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
CALL |
200+ 100.0% |
$19.4K - $22.8K
|
400
$48K
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
200+ 3.73% |
$19.4K - $22.8K
|
5.56K
$668K
|
|
May 08, 2025
Q1 2025
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
199+ 4.82% |
$19.3K - $22.7K
|
4.33K
$520K
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
198+ 7.19% |
$19.2K - $22.6K
|
2.95K
$354K
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
197+ 9.8% |
$19.1K - $22.5K
|
2.21K
$265K
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
197+ 0.31% |
$19.1K - $22.5K
|
63.6K
$7.62M
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
196+ 8.89% |
$19K - $22.3K
|
2.4K
$288K
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
191+ 3.29% |
$18.5K - $21.8K
|
6K
$720K
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
182+ 6.76% |
$17.6K - $20.7K
|
2.87K
$345K
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
180+ 2.75% |
$17.4K - $20.5K
|
6.73K
$807K
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
180+ 2.27% |
$17.4K - $20.5K
|
8.1K
$972K
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
179+ 0.22% |
$17.3K - $20.4K
|
83.1K
$9.97M
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
175+ 1.99% |
$17K - $20K
|
8.97K
$1.08M
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
175+ 3.71% |
$17K - $20K
|
4.9K
$587K
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
174+ 8.31% |
$16.9K - $19.8K
|
2.27K
$272K
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
172+ 1.8% |
$16.7K - $19.6K
|
9.73K
$1.17M
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
169+ 7.68% |
$16.4K - $19.3K
|
2.37K
$284K
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
169+ 0.5% |
$16.4K - $19.3K
|
34.3K
$4.11M
|
|
May 02, 2025
Q1 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
167+ 7.13% |
$16.2K - $19K
|
2.51K
$301K
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
166+ 3.39% |
$16.1K - $18.9K
|
5.07K
$608K
|
|
May 13, 2025
Q1 2025
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
165+ 0.13% |
$16K - $18.8K
|
129K
$15.5M
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
165+ 26.66% |
$16K - $18.8K
|
784
$94.1K
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
163+ 2.52% |
$15.8K - $18.6K
|
6.63K
$796K
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
160+ 2.61% |
$15.5K - $18.2K
|
6.28K
$753K
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
160+ 2.2% |
$15.5K - $18.2K
|
7.44K
$892K
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
159+ 3.72% |
$15.4K - $18.1K
|
4.43K
$532K
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
158+ 1.41% |
$15.3K - $18K
|
11.4K
$1.37M
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
156+ 5.69% |
$15.1K - $17.8K
|
2.9K
$348K
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
155+ 0.69% |
$15K - $17.7K
|
22.8K
$2.73M
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
153+ 2.94% |
$14.8K - $17.4K
|
5.35K
$642K
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
153New |
$14.8K - $17.4K
|
153
$18.4K
|